Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,147 | $103,966-30.6% | $112,899-36.1% | $75,173-4.0% |
| Participation rate | 69.2% | 75.7%-6.4pp | 80.5%-11.3pp | 67.2%+2.0pp |
| Annual return | 16.06% | 24.54%-8.5pp | 34.11%-18.1pp | 160.72%-144.7pp |
| Employer contribution / active EE | $4,522 | $3,870+16.8% | $4,566-1.0% | $2,671+69.3% |
| Participant deferral / active EE | $6,545 | $5,456+20.0% | $6,516+0.5% | $4,126+58.6% |
| Admin fee / account holder | $6 | $7,663-99.9% | $7,047-99.9% | $5,651-99.9% |